Paul Winkler, Inc.

Paul Winkler, Inc. A team of financial advisors to help you relax about money. Paul Winkler, Inc., located in Goodlettsville, Cool Springs, Murfreesboro & Mt. Paul Winkler, Inc.

We do this by helping you understand investing, organize your financial life, and find the freedom to pursue your purpose Juliet, strives to coach people to achieve their "True Purpose for Money™.” They believe that educated investors are confident investors. They care for their clients & their family’s financial future because they realize that their client’s goals & dreams are every bit as impo

rtant as their own. In addition to our regular one-on-one meetings with their clients, they will provide regular education seminars & workshops to help keep clients informed regarding topics related to their financial well being. With a focus on 401(k)s, retirement planning & managing non-qualified assets, the advisors at Paul Winkler, Inc. strive to solve the frustrations that investors face on a daily basis such as: how to understand their investments, concerns about the conflict of interest with commission based advisors, educating investors on their risk tolerance, managing investor expectations when it comes to investment results. is an investment adviser registered with the Tennessee Department of Commerce and Insurance, Securities Division. may only transact business in those states where it is licensed or qualified for an exemption or exclusion from licensing requirements.

When people say “the market is down,” they may not be telling the whole story. In reality, there isn’t just one market, ...
07/20/2026

When people say “the market is down,” they may not be telling the whole story.

In reality, there isn’t just one market, and the way your portfolio is diversified can make a big difference in how you experience market movement.

Paul explains why broad statements about the market can be misleading and how it’s easy to get confused when there are two types of diversification: diversification of companies within an area of the market and diversification between different areas of the market.

Listen along to learn why understanding the difference can help you think more clearly when headlines make it sound like everything is moving in the same direction.

Later in the episode, Paul shares how some tech industry speculators are still split on the outlook of Musk's companies and are betting against them.

Click the link below to listen to the episode.

07/17/2026

One of the easiest retirement mistakes to avoid? Missing out on your employer's 401(k) match.

In this video, Paul explains why the employer match is often the first place to start, even if you prefer the investment options in your IRA. Once you've captured the full match, additional retirement contributions can be directed based on your goals, investment options, and overall financial plan.

Watch the full episode, “Financial Questions Everyone Has: Should I Choose a 401(k) or an IRA?”, at paulwinkler.com under the “Content” tab for a deeper look at choosing between a 401(k) and an IRA.

For educational purposes only. Not investment, tax, or legal advice.

A client calls Paul unsophisticated because he doesn't actively use a specific Social Security analysis software or push...
07/17/2026

A client calls Paul unsophisticated because he doesn't actively use a specific Social Security analysis software or push clients to do Roth conversions.

The reality is that Roth conversions are a huge marketing tool for companies.

Investors love the idea of making a sophisticated tax move, but Roth conversions don’t make sense in every situation.

Listen along as Paul shares five compelling reasons not to flip your traditional IRA into a Roth IRA.

Later in the episode, Paul shares another strategy marketed to investors that seems sophisticated but earns a large commission for the salesperson.

Click the link below to listen to the episode.

It’s a common misconception in the investing industry that bigger is always better. If someone manages $85 billion in in...
07/16/2026

It’s a common misconception in the investing industry that bigger is always better.

If someone manages $85 billion in investments, shouldn’t they be a pro?

Unfortunately, this is rarely the case.

Paul shares an interview on national television in which a Wall Street “legend” really gets pressed on his 20+ years of bad investing advice.

Listen along as Paul describes what a “permabear” is in investing and how people can make a living scaring people out of investing in stocks.

Later in the episode, Paul and Arlene share that individual investors aren’t the only ones who can try to stock-pick, as major index funds jump to add SpaceX to gain credibility and follow the trend.

Click the link below to listen to the episode.

You go through two different phases with money in life. In the first phase, you work for money. In the second, your mone...
07/15/2026

You go through two different phases with money in life.

In the first phase, you work for money.

In the second, your money begins working for you.

No one wants to enter retirement only to find themselves dependent on family or the government because they weren’t prepared for that transition.

In this episode, Arlene Brown joins Paul to discuss six habits that can help you build greater financial independence.

Together, they share the common traps they’ve seen clients fall into, the lessons they’ve learned along the way, and why discovering your true purpose for money will help you follow through on these steps and become more confident around money and investing.

Click the link below to listen to the episode.

07/10/2026

One of the biggest tax advantages of retirement accounts happens after you retire.

Paul explains the concept of tax leverage and why pre-tax retirement accounts can provide benefits both while you're working and after you retire.

Watch the full episode, “Financial Questions Everyone Has: Retirement Accounts Made Simple: 401(k)s, IRAs & Roth Explained”, to learn how retirement accounts work and why understanding them is an important part of building a long-term financial plan at paulwinkler.com under the “Content” tab.

Does your adviser believe that it’s their job to make sure you’re in the “right” part of the market at the right time?Pa...
07/06/2026

Does your adviser believe that it’s their job to make sure you’re in the “right” part of the market at the right time?

Paul and Jim talk about why it’s important to read through the ADV of your firm because it explains what your adviser believes their job actually is and how they will manage your money.

Find someone who will not market time with your money under the code words of “tactical asset allocation” and “fundamental analysis,” because research shows there is no compelling evidence that any of these strategies work better than staying invested.

Click the link below to listen to the episode.

There is an entire side industry in the investing world that teaches advisers how to give free dinner workshops and pres...
07/03/2026

There is an entire side industry in the investing world that teaches advisers how to give free dinner workshops and presentations to make sales.

Paul and Jim talk about how the industry works to emotionally manipulate you by offering something free, knowing you will feel obligated to give something in return.

Listen along as these two advisers discuss a PSA from AARP about the growing number of financial scams tied to free dinner events, with a special focus on annuity sales presentations.

Later, Paul talks about saving, paying off debt, and understanding taxes, and poses the question: Is it better to retire with a $1 million home or $1 million in a retirement account?

Click the link below to listen to the episode.

07/03/2026

One of the biggest barriers to investing is the belief that it's too complicated.

Bonds are a perfect example. While they may seem confusing at first, the concept is surprisingly straightforward.

In this video, Paul explains what a bond is and how it works. It's a foundational lesson that makes understanding investment portfolios much easier later on.

Watch the full episode, “Financial Questions Everyone Has: What Most People Miss About Bonds”, at paulwinkler.com under the “Content” tab for the full conversation.

An investor works really hard to live off a side hustle, maximize saving, minimize spending, and retire by 25. Sounds gr...
07/01/2026

An investor works really hard to live off a side hustle, maximize saving, minimize spending, and retire by 25.

Sounds great, right?

Paul and Jim challenge the idea of the FIRE (Financial Independence, Retire Early) movement and what happens when you put financial independence as your ultimate objective.

Paul explains that FIRE retirees may open themselves up to a life in which they miss personal milestones, worry about shrinking portfolios, and struggle to find work because they don’t have an active work history.

Listen along as Paul helps you see the full picture around purpose, work, and money, and why the FIRE movement could seriously backfire.

Later in the episode, Paul warns investors that advisors are putting private equity in portfolios because it’s a trendy new option without explaining the risks to you.

Click the link below to listen to the episode.

Address

3050 Business Park Cir, Ste 503
Goodlettsville, TN
37072

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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